Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
Rancho Palos Verdes, CA 90275
Credentials
Series 63, Series 66
Industry experience
22 years
Maria Carvajal is a financial advisor at U.S. Bancorp Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within U.S. Bancorp and its affiliates since 2009. Outside of finance, she is the owner and travel agent of Resolana Travel, a travel services business. U.S. Bancorp Advisors, LLC provides investment advisory services to individuals, charitable organizations, businesses, and retirement accounts through its Personal Portfolios Wrap Program. The firm uses a combination of third-party investment managers, technology platforms, and proprietary model portfolios to implement client strategies with options for discretionary and non-discretionary management.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.
29051 S Western Ave
Rancho Palos Verdes, CA 90275
California
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bank
2017 - 2026 (9 years)
U.S. Bancorp Investments, Inc.
2017 - 2026 (9 years)
Jose Carvajal Gardening & Maintenance
2017 - 2017 (1 year)
U.S. Bancorp Investments, Inc
2014 - 2017 (3 years)
U.S. Bank
2009 - 2017 (8 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Los Alamitos, CA
Open Square Capital, LLC
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
Series 63, Series 65
Cerritos, CA
Sierra Madre Partners LLC
CFP®, Series 63
Rancho Palos Verdes, CA
Reeves, James, Townsend
CFP®, RICP®, EA
Hawthorne, CA
Otium Advisory Group, LLC
I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.
Series 65
Cerritos, CA
Summit Gates Capital
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